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11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-13 |
Branch Locations
New Braunfels, TX • United States
11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dpfsm, Llc Dba Divorce Financial Planning | Tampa | FL | 06/2011 | 10/2020 |
| Gf Investment Services, Llc | Sarasota | FL | 07/2013 | 01/2018 |
| Global Financial Private Capital Llc | Sarasota | FL | 02/2014 | 01/2018 |
| Scf Securities, Inc. | Fresno | CA | 01/2018 | 10/2020 |
| Scf Investment Advisors, Inc. | Fresno | CA | 01/2018 | 10/2020 |
| Atticus Wealth Management | Atlanta | GA | 10/2020 | Present |
1.) GLOBAL PLANNING SOLUTIONS & ADVISORY LLC - INSURANCE AGENT - LESS THAN ONE HOUR PER WEEK - OWNER - NON-VARIABLE LIFE INSURANCE PRODUCTS, LONG TERM CARE, DISABILITY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-25 |
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